Gayathri Devi

Work Experience

Superconcepts
Junior Accounts Associate (2017 - Present)

• Worked with multiple clients, including Kidmans Partners Adviser Firm, Arch Capital, New Wealth Solutions, and various BPO clients.
• Actively participated in the annual reconciliation process and supported the Deloitte Go Green project.
• Selected to assist with Multiport's daily admin processes.

Group Lead - Daily Team (Advised and Direct Teams)
3 Years as Advised Team Lead, 1 Year as Direct Team Lead

• Led a team handling 500+ funds, focusing on unreconciled transactions and ensuring funds are up-to-date.
• Played a key role in developing junior team members and preparing them for more advanced responsibilities.
• Actioned emails for the team and reviewed fund quality on a monthly basis, providing constructive feedback for improvements.
• Handled complex tasks such as family split, death benefit processing, windup process, pension commencement, and commutations.
• Managed work allocation, ensuring a balanced workload across the team.
• Reviewed IFLs (Internal Fund Loads), identified root causes, and ensured action within SLA (Service Level Agreements).
• Assisted the team in completing monthly reconciliation and BAS/IAS lodgments accurately and on time.

Customer Service Manager (CSM) - Direct Team

• Independently managed client communications, responding to 25-30 emails per day with quick, quality answers, earning compliments from clients.
• Coordinated with Onshore CSMs, participated in meetings, and actioned Appian tasks.
• Took initiative in supporting the team with daily tasks and ensuring deadlines were met.

Customer Service Manager (CSM) - Wholesale Team

• Responsible for email communication with clients, providing comprehensive answers to queries and ensuring client priorities were met.
• Coordinated with clients, the ATO (Australian Taxation Office), and internal teams to address and resolve issues.
• Prioritized fund movement, balancing aging and client priorities to maintain smooth workflow.
• Acted as a liaison between clients, internal stakeholders, and the team, ensuring efficient communication and issue resolution.
• Received positive feedback from clients for timely and effective support.
• Worked closely with auditors to address and resolve audit queries.

Project Manager - ESA Application (Life Science Vertical)

• Project & Contract Creation: Managed and created projects and contracts for all accounts in the Life Science vertical, ensuring alignment with project goals and timelines.
• Statement of Work (SOW) Management: Thoroughly studied and understood the Statement of Work (SOW) signed between entities and entered the necessary data into the ESA application, which was critical for billing Cognizant clients.
• Team Management: Led a team of members, providing regular technical updates, and monitored queues to ensure the team’s productivity and deadlines were met.
• Reporting & SLA Management: Excelled in reporting and Service Level Agreement (SLA) management, ensuring that project deliverables were on track and met client expectations.
• Time Management & Organization: Demonstrated strong time management and organizational skills, balancing multiple tasks and ensuring project goals were consistently met within deadlines.